CHUCK LORRE FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CHUCK LORRE FAMILY FOUNDATION (EIN 95-4769888)
- Tax period
- 2016-09-01 to 2017-08-31
- Filed
- 2018-07-13
- IRS object ID
- 201811949349100211
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-13T11:18:53-05:00 | ReturnTs |
| Tax Period End | 2017-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 811227223 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANN GELON GLODNEY GUMEROVE YEE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST SUITE 950 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954769888 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHUCK LORRE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHUC | BusinessNameControlTxt |
| Phone | 3102773633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST SUITE 950 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES LORRE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3102773633 | PhoneNum |
| Signature | 2018-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY R GUMEROVE | PreparerPersonNm |
| PTIN | P00446251 | PTIN |
| Phone | 3102773633 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $94,683,892 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $30,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $336,257 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29,189 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,800,698 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,800,583 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $475,017 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,771,801 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $475,017 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $32,611,972 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,304,789 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $999 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $63,425 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,142 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,142 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $28,539 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,284 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $226 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $287,276 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $281,570 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $380,465 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $305,996 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,642 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,915,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,915,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,295,465 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $305,996 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,936,642 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,316,507 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,998,793 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $493,263 | CashBOYAmt |
| Cash EOY | $67,368 | CashEOYAmt |
| Cash EOYFMV | $67,368 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,282,185 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,840,563 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,840,563 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $11,069,765 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $17,658,228 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $17,647,360 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,151,321 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,180,686 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,723,390 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,302,410 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $20,080,660 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $20,453,065 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $25,739,277 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $35,498,220 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $36,952,146 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $62,038,221 | TotalAssetsBOYAmt |
| Total Assets EOY | $91,325,725 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $94,683,892 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $62,038,221 | RetainedEarningBOYAmt |
| Retained Earning EOY | $91,325,725 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $62,038,221 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $91,325,725 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $62,038,221 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $91,325,725 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $62,038,221 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,316,507 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $91,354,728 | SubtotalAmt |
| Other Decreases | $29,003 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $91,325,725 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | P | $4,012,093 | $4,021,292 | -$9,199 | -$9,199 |
| PUBLICLY TRADED SECURITIES - LT | P | $11,635,041 | $11,275,492 | $359,549 | $359,549 |
| CAPITAL GAINS DIVIDENDS | P | $124,667 | $124,667 | $124,667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $475,017 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,839,242 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $56,495,171 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032556 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,383,472 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $44,458,191 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031118 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $287,078 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $32,607,263 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.008804 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $130,005 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,109,296 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.031637 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $154,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $852,973 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.180545 | DistributionYr5Rt |
| Total Distribution | 0.284660 | TotalDistributionRt |
| Average Distribution | 0.056932 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $83,966,986 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,780,408 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $19,988 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,800,396 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,936,642 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,976 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,976 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,976 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,764 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $15,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $42,764 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $227 | EsPenaltyAmt |
| Overpayment | $2,561 | OverpaymentAmt |
| Applied To ES Tax | $2,561 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MANN GELON GLODNEY GUMEROVE YEE LLP | IndividualWithBooksNm |
| Phone | 3102773633 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST SUITE 950 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHARLES LORRE | ||||||||
| 1880 CENTURY PARK EAST 950 | LOS ANGELES | CA | 90067 | DIRECTOR & PRESIDENT | 5.00 | $0 | $0 | $0 |
| STEVEN GELON | ||||||||
| 1880 CENTURY PARK EAST 950 | LOS ANGELES | CA | 90067 | DIRECTOR, SECRETARY & CFO | 1.00 | $0 | $0 | $0 |
| TRISHA CARDOSO | ||||||||
| 1880 CENTURY PARK EAST 950 | LOS ANGELES | CA | 90067 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $73,278,290 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,967,381 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $85,245,671 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $85,245,671 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,278,685 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $83,966,986 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,198,349 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,198,349 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,976 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,976 | TotalTaxAmt |
| Distributable Before Adj | $4,158,373 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,158,373 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,158,373 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,936,642 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,936,642 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,936,642 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,158,373 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,735,977 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,936,642 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,735,977 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $200,665 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,957,708 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES LORRE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANTI-DEFAMATION LEAUGE | |||||||
| 10495 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,000 |
| CEDARS SINAI | |||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | YOUTH EMPLOYMENT AND DEVELOPMENT PROGRAM FUND | $300,000 |
| CHILDREN'S HOSPITAL OF LOS ANGELES | |||||||
| 4650 W SUNSET BLVD MS29 | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHARITY | CHILDREN'S FUND GALA | $15,000 |
| LOYOLA MARYMOUNT UNIVERSITY | |||||||
| 1 LMU DRIVE UNIVERSITY HALL 2800 | LOS ANGELES | CA | 90045 | NONE | PUBLIC CHARITY | BIG BROTHERS BIG SISTERS WOMEN IN ENTERTAINMENT SCHOLARSHIP | $200,000 |
| PLANNED PARENTHOOD | |||||||
| 400 W 30TH ST | LOS ANGELES | CA | 90007 | NONE | PUBLIC CHARITY | GENERAL FUNDGENERAL FUND | $75,000 |
| THORN DIGITAL DEFENDERS OF CHILDREN | |||||||
| 10960 WILSHIRE BLD 1900 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,000 |
| YOUNG EISNER SCHOLARS | |||||||
| PO BOX 3085 | INGLEWOOD | CA | 90304 | NONE | PUBLIC CHARITY | STEM RELATED SUMMER PROGRAMS | $50,000 |
| CALIFORNIA STATE SUMMER SCHOOL ARTS FOUNDATION | |||||||
| 12575 BEATRICE ST PO BOX A27 | LOS ANGELES | CA | 90066 | NONE | PUBLIC CHARITY | LONG-TERM SUPPORT FOR LOW-INCOME SCHOLARSHIP PROGRAM | $25,000 |
| CHILDREN MENDING HEARTS | |||||||
| 13741 VENTURA BLVD | SHERMAN OAKS | CA | 91423 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| CLARE FOUNDATION | |||||||
| 909 PICO BOULEVARD | SANTA MONICA | CA | 90405 | NONE | PUBLIC CHARITY | 2016 TRIBUTE DINNER GOLD SPONSORSHIP | $70,000 |
| GRAMMY FOUNDATION | |||||||
| 800 W OLYMPIC BLVD A245 | LOS ANGELES | CA | 90015 | NONE | PUBLIC CHARITY | GRAMMY SIGNATURE SCHOOLS PROGRAM AND GRAMMY CAMP | $50,000 |
| ONE VOICE | |||||||
| 1228 15TH STREET SUITE C | SANTA MONICA | CA | 90404 | NONE | PUBLIC CHARITY | GENERAL FUND | $75,000 |
| UCLA FOUNDATION THE | |||||||
| 10920 WILSHIRE BOULEVARD 1400 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | BIG BANG THEORY SCHOLARSHIP FUND | $1,500,000 |
| VENICE FAMILY CLINIC | |||||||
| 604 ROSE AVENUE | VENICE | CA | 90291 | NONE | PUBLIC CHARITY | GENERAL FUND | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,915,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $336,257 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,800,698 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $475,017 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,611,972 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,611,972 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES LORRE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST 950 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $63,425 | Amt |
| Net Investment Income | $21,142 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,142 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE STATEMENT OF HOLDINGS ATTACHED | BondNm |
| EOY Book Value | $20,080,660 | EOYBookValueAmt |
| EOYFMV | $20,453,065 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE STATEMENT OF HOLDINGS ATTACHED | StockNm |
| EOY Book Value | $11,180,686 | EOYBookValueAmt |
| EOYFMV | $12,723,390 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $12,330,435 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $12,347,557 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $5,327,793 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $5,299,803 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE STATEMENT OF HOLDINGS ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $35,498,220 | BookValueAmt |
| EOYFMV | $36,952,146 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $999 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR BASIS ADJUSTMENT | Desc |
| Amt | $29,003 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $281,570 | $281,570 | $0 |
| INSURANCE | $5,082 | $0 | $0 |
| STORAGE | $624 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $3,284 | $3,284 | $0 |
| FEDERAL EXCISE TAX | $25,000 | $0 | $0 |
| STATE FILING FEES | $30 | $0 | $0 |
| ATTORNEY GENERAL REGISTRATION FEES | $225 | $0 | $0 |
Comments